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Invesco S&P 500 Equal Weight ETF

1,287 hedge funds and large institutions have $23.9B invested in Invesco S&P 500 Equal Weight ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 485 increasing their positions, 450 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $19.6B → $23.9B (+$4.29B)

6% more funds holding

Funds holding: 1,2141,287 (+73)

3.02% more ownership

Funds ownership: 58.26%61.28% (+3%)

1% more funds holding in top 10

Funds holding in top 10: 147149 (+2)

8% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 450

71% less call options, than puts

Call options by funds: $231M | Put options by funds: $796M

Holders
1,287
Holders Change
+73
Holders Change %
+6.01%
% of All Funds
20.21%
Holding in Top 10
149
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.36%
% of All Funds
2.34%
New
169
Increased
485
Reduced
450
Closed
85
Calls
$231M
Puts
$796M
Net Calls
-$565M
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
951
Vigilare Wealth Management
Arizona
$393K -$630K -4,373 -62%
SBIA
952
Sheaff Brock Investment Advisors
Indiana
$392K
CAI
953
Capital Advisors Inc
Oklahoma
$392K -$7.63K -53 -2%
CCG
954
Coastwise Capital Group
California
$392K +$576 +4 +0.2%
RBFC
955
Roman Butler Fullerton & Co
Missouri
$391K +$6.05K +42 +2%
SPI
956
Santori & Peters Inc
Pennsylvania
$391K +$1.58K +11 +0.4%
SWP
957
Strategic Wealth Partners
Ohio
$390K +$5.19K +36 +1%
CIC
958
Chilton Investment Company
Connecticut
$389K
NEAM
959
New England Asset Management
Connecticut
$389K
POIA
960
Pin Oak Investment Advisors
Texas
$388K +$133K +923 +55%
JF
961
JSF Financial
California
$387K +$28.8K +200 +8%
GCA
962
Greenwood Capital Associates
South Carolina
$384K +$370K +2,566 New
SL
963
Stevard LLC
Illinois
$383K
FHA
964
Flagship Harbor Advisors
Massachusetts
$383K +$80.1K +556 +28%
CIA
965
Cape Investment Advisory
Georgia
$382K +$10.9K +76 +3%
NSIM
966
North Star Investment Management
Illinois
$382K +$144K +1,000 +64%
EWA
967
EverSource Wealth Advisors
Alabama
$381K +$1.87K +13 +0.5%
HHGC
968
Hunting Hill Global Capital
New York
$374K +$360K +2,500 New
AFO
969
Arrowroot Family Office
California
$373K +$117K +811 +48%
BTI
970
Blue Trust Inc
Georgia
$373K -$156K -1,085 -30%
BFA
971
Brendel Financial Advisors
New Hampshire
$373K -$72K -500 -17%
WOSD
972
WFA of San Diego
California
$373K -$103K -717 -22%
PSP
973
Pacific Sage Partners
Washington
$370K +$357K +2,475 New
PWA
974
Pillar Wealth Advisors
Pennsylvania
$370K
TCOV
975
Trust Company of Vermont
Vermont
$368K +$177K +1,232 +100%

RSP Hedge Fund Activity: Q2 2023 in Review

1,287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Equal Weight ETF (RSP) for Q2 2023, worth a combined $23.9B — up 22% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new RSP positions and 85 closed out — a net gain of 84 holders — while 485 added to existing stakes and 450 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $1.03B. The largest seller was US Bancorp, cutting an estimated $331M.

  • 1,287 institutional investors held Invesco S&P 500 Equal Weight ETF (RSP) as of Q2 2023, up from 1,214 in Q1 2023.
  • Funds reported $23.9B of Invesco S&P 500 Equal Weight ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 169 funds opened new Invesco S&P 500 Equal Weight ETF positions in Q2 2023 and 85 closed out, a net change of +84 holders.
  • The largest Invesco S&P 500 Equal Weight ETF buyer in Q2 2023 was Clal Insurance, an estimated $1.03B added.
  • The largest Invesco S&P 500 Equal Weight ETF seller in Q2 2023 was US Bancorp, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2023.